Gain Control of Your
Solo 401(k)

Broad's Solo 401(k) is designed for YOU, the self-employed. Giving you the freedom to invest in alternative investments, beyond Wall Street!
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Don't just listen to us. See what our clients are saying!

What is Checkbook Control?

Checkbook control allows you to invest directly in alternative assets without the need for a custodian for everyday transactions. Our Checkbook Control Solo 401(K) gives you the 3 C's!”


YOU control all of your investment decisions.


YOU save money by avoiding asset-based fees.


YOU have the freedom to invest in various different types of assets.

Start investing with the power of Checkbook Control.

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Open a Solo 401(K) IRA in 5 Easy Steps!

Plan Set Up

We create a customized IRS-approved Solo 401(K) Plan for you.

Trust Set Up

The plan that we create contains a Trust, which appoints you as the sole Trustee of your Solo 401(K) Plan, empowering you to make all investment decisions.

Checking Account

You will open a checking account, in the name of the Trust, at any bank of your choice. This checking account will serve as the self-directed investing platform for placing all investments or loans for your Solo 401(K) Plan.


You will fund your Solo 401(K) by transferring funds from one or more of your existing retirement accounts or plans into your Solo 401(K)’s new checking account, or by making an initial contribution.


You can begin investing your retirement funds directly into all investment classes (traditional and non-traditional) - by simply writing a check or sending a wire.

Hear From Our Clients

"Completely BLOWN away by their customer service. From the moment I contacted them to hear about their options regarding Self Directed IRA's, through the setup process and implementation, they've been amazing. Responsive, informative, and quick. I could not recommend Broad Financial more highly."

- Sean D.
"I've been a long-time customer of Broad Financial and have enjoyed working with them. I feel confident that our plan is up to date and compliant. Their customer service is friendly and responsive."

- Earl C.
"I opened an account with Broad several years ago and after talking to other investors - they're sorry they didn't. Broad makes things so simple and they are always there to answer questions (without all the hassle). I cannot recommend Broad Financial highly enough."

- Shawn Y.

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Invest Better With Broad

Free Lifetime

Our industry-leading support team will be here to answer any questions you may have. See the difference that live guidance can have on your real estate investing journey.


Broad specialists have a deep understanding of all alternative asset classes. When you want to move forward with your investment, we will find a way to make it work.

No Transaction 

Broad's Checkbook Control Solo 401(k) allows you to invest without asset-based fees. This means more money in your pocket to invest and save!

Ready to start investing in your future?

Schedule a complimentary call with our Specialists to learn more about Broad's Self-Directed Solo 401(K)!

Start Your Path To Greater Wealth